Clients & Contacts
Manage your clients, handle inquiries, send proposals, and get paid—all in one place.
🧑🤝🧑 Contacts & Clients
Add, edit, and organize all your client and contact records in one place.
Contacts PageHow to use the Contacts page within the Curate Application
📩 Forms & Inquiries
Collect and manage incoming client requests with customizable forms, and keep all inquiries organized from first contact to booked Event.
Understanding Forms & InquiriesHow to create and share forms along with how to convert an inquiry to an event!
Curate Migration - Forms
How To Add Contact Forms To Wix.comThis article will cover how to either embed a form to the Wix.com platform or create a button to link to a form!
How To Add Contact Forms To Wordpress
💳 Payments & Engagement
Learn about proposal emails, payment settings, processing times, and how clients interact with you post‑booking.
Curate Payments (US Customers)Curate allows you to collect digital payments seamlessly, ensuring accurate accounting with no credit card platform fees on your end.
Curate Payments: Payout ScheduleUnderstanding Deposits and Timelines for Curate Payments
ACH Processing Times in Curate PaymentsIf you're using ACH (bank transfer) through Curate Payments, you may be wondering how long it takes for funds to fully process.
Stripe PaymentsConnect with Stripe and start accepting payments
Contract Signature NotificationsReal-time Proposal Email Notifications: Never Miss a Signed Deal Again!
How To Print An Event Proposal
Portal MessagesLeave messages for your client to see within the event!